Carlyle Group Inc.
CG- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001527166
In the last 90 days, Carlyle Group Inc. insiders filed 0 open-market purchases and 1 sale; 588 institutions reported holding it in 13F filings for Q2 2026, worth $9.27B in total; 3 superinvestors hold it, including Harris Associates (Oakmark) and Markel Group.
Other share classesCGABL
13F holders, Q3 2022
Institutional positions in Carlyle Group Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 416
- −20 vs. Q2 2022
- Shares held
- 194.7M
- +5.18M (+2.7%) vs. Q2 2022
- Total value
- $5.03B
- −$962.4M (−16.1%) vs. Q2 2022
- New holders
- 55
- 181 more added
- Sold out
- 75
- 124 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 588 | $9.27B |
| Q1 2026 | 604 | $10.6B |
| Q4 2025 | 627 | $13.5B |
| Q3 2025 | 638 | $14.3B |
| Q2 2025 | 573 | $11.8B |
| Q1 2025 | 527 | $9.85B |
| Q4 2024 | 565 | $10.9B |
| Q3 2024 | 525 | $9.09B |
| Q2 2024 | 516 | $8.43B |
| Q1 2024 | 518 | $9.81B |
| Q4 2023 | 471 | $8.67B |
| Q3 2023 | 413 | $6.22B |
| Q2 2023 | 396 | $6.59B |
| Q1 2023 | 428 | $6.19B |
| Q4 2022 | 429 | $5.98B |
| Q3 2022 | 416 | $5.03B |
| Q2 2022 | 441 | $6.04B |
| Q1 2022 | 482 | $9.22B |
| Q4 2021 | 461 | $9.80B |
| Q3 2021 | 394 | $8.09B |
| Q2 2021 | 344 | $6.54B |
| Q1 2021 | 315 | $4.71B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Carlyle Group Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 14 | $0 | 0.00% | −316,638−100.0% | Reduced |
| FourThought Financial, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 21 | $0 | 0.00% | +1+5.0% | Added |
| TCI Wealth Advisors, Inc. | 11 | $0 | 0.00% | +11 | New |
| Carolinas Wealth Consulting LLC | 16 | $0 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 13 | $0 | 0.00% | +13 | New |
| Glassman Wealth Services | 42 | $1.00K | 0.00% | −102−70.8% | Reduced |
| Quadrant Capital Group LLC | 34 | $1.00K | 0.00% | −110−76.4% | Reduced |
| Worth Asset Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 50 | $1.00K | 0.00% | +33+194.1% | Added |
| Cribstone Capital Management, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 28 | $1.00K | 0.00% | +28 | New |
| Ronald Blue Trust, Inc. | 33 | $1.00K | 0.00% | +33 | New |
| Credential Qtrade Securities Inc. | 70 | $1.81K | 0.00% | +70 | New |
| Parkside Financial Bank & Trust | 87 | $2.00K | 0.00% | +27+45.0% | Added |
| Private Trust Co NA | 64 | $2.00K | 0.00% | +32+100.0% | Added |
| Bell Investment Advisors, Inc | 85 | $2.00K | 0.00% | +50+142.9% | Added |
| Massmutual Trust Co FSB | 82 | $2.00K | 0.00% | +82 | New |
| EverSource Wealth Advisors, LLC | 101 | $3.00K | 0.00% | −1,476−93.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $3.00K | 0.00% | −500−83.3% | Reduced |
| Salem Investment Counselors Inc | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 193 | $5.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $5.17K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 232 | $6.00K | 0.00% | −56,336−99.6% | Reduced |
| Ellevest, Inc. | 224 | $6.00K | 0.00% | −218−49.3% | Reduced |
| Meeder Asset Management Inc | 213 | $6.00K | 0.00% | −73−25.5% | Reduced |
| Johnson Financial Group, Inc. | 219 | $6.00K | 0.00% | +219 | New |
| Parallel Advisors, LLC | 255 | $7.00K | 0.00% | −52−16.9% | Reduced |
| CVA Family Office, LLC | 270 | $7.00K | 0.00% | +25+10.2% | Added |
| Plante Moran Financial Advisors, LLC | 321 | $8.00K | 0.00% | +1+0.3% | Added |
| GHP Investment Advisors, Inc. | 295 | $8.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 326 | $8.00K | 0.00% | +326 | New |
| Global Retirement Partners, LLC | 346 | $10.0K | 0.00% | +46+15.3% | Added |
| Axiom Investment Management LLC | 400 | $10.0K | 0.02% | +400 | New |
| Riverview Trust Co | 398 | $10.0K | 0.01% | +398 | New |
| Loomis Sayles & Co L P | 426 | $11.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 432 | $11.0K | 0.01% | −856−66.5% | Reduced |
| Bray Capital Advisors | 500 | $13.0K | 0.00% | +500 | New |
| Gould Capital, LLC | 544 | $14.0K | 0.01% | +5+0.9% | Added |
| Burleson & Company, LLC | 600 | $16.0K | 0.00% | −10−1.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 600 | $16.0K | 0.01% | +600 | New |
| Denali Advisors LLC | 835 | $22.0K | 0.01% | −200−19.3% | Reduced |
| Washington Trust Co | 1,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,000 | $26.0K | 0.00% | +700+233.3% | Added |
| Westside Investment Management, Inc. | 1,150 | $29.0K | 0.00% | −134−10.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,295 | $34.0K | 0.00% | −8,517−86.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,300 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,500 | $38.0K | 0.02% | +1,500 | New |
| Bogart Wealth, LLC | 1,525 | $39.0K | 0.00% | −71−4.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,571 | $41.0K | 0.00% | −160−9.2% | Reduced |
| Hexagon Capital Partners LLC | 1,627 | $42.0K | 0.01% | +923+131.1% | Added |
| Anchor Investment Management, LLC | 2,000 | $51.7K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2,019 | $52.0K | 0.04% | +19+1.0% | Added |
| Focused Wealth Management, Inc | 2,057 | $53.0K | 0.01% | +6+0.3% | Added |
| American International Group, Inc. | 2,172 | $56.0K | 0.00% | +6+0.3% | Added |
| Fifth Third Bancorp | 2,185 | $56.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,300 | $59.0K | 0.00% | −16,200−87.6% | Reduced |
| Proequities, Inc. | 2,345 | $61.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,368 | $61.0K | 0.00% | +646+37.5% | Added |
| Larson Financial Group LLC | 2,455 | $63.0K | 0.01% | +2,455 | New |
| Zullo Investment Group, Inc. | 2,490 | $64.0K | 0.04% | +65+2.7% | Added |
| Arlington Partners LLC | 2,852 | $74.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,066 | $79.0K | 0.01% | +148+5.1% | Added |
| Spire Wealth Management | 3,089 | $80.0K | 0.00% | −1,017−24.8% | Reduced |
| Harvest Fund Management Co., Ltd | 3,114 | $80.0K | 0.02% | +370+13.5% | Added |
| KBC Group NV | 3,211 | $83.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,333 | $87.0K | 0.00% | −386−10.4% | Reduced |
| Motco | 3,667 | $95.0K | 0.01% | +3,667 | New |
| Pittenger & Anderson Inc | 4,000 | $103.0K | 0.01% | +4,000 | New |
| Asahi Life Asset Management Co., Ltd. | 4,000 | $103.0K | 0.03% | +4,000 | New |
| Covestor Ltd | 4,024 | $104.0K | 0.09% | +3,733+1,282.8% | Added |
| Twin Tree Management, LP | 4,079 | $105.0K | 0.00% | −227,873−98.2% | Reduced |
| Seeyond | 4,107 | $106.0K | 0.01% | −7,602−64.9% | Reduced |
| MetLife Investment Management | 4,258 | $110.0K | 0.00% | −103−2.4% | Reduced |
| Storebrand Asset Management AS | 4,337 | $112.1K | 0.00% | 00.0% | Unchanged |
| Ossiam | 4,357 | $113.0K | 0.00% | +3,735+600.5% | Added |
| IFP Advisors, Inc | 3,126 | $115.0K | 0.00% | +51+1.7% | Added |
| Wellington Shields & Co., LLC | 4,690 | $121.0K | 0.05% | −1,815−27.9% | Reduced |
| Vestcor Inc | 4,684 | $121.0K | 0.00% | +123+2.7% | Added |
| American Portfolios Advisors | 4,744 | $122.6K | 0.01% | +689+17.0% | Added |
| Highlander Capital Management, LLC | 5,400 | $140.0K | 0.08% | +1,250+30.1% | Added |
| Leonteq Securities AG | 5,878 | $151.9K | 0.01% | +1,607+37.6% | Added |
| Spirit of America Management Corp | 6,050 | $156.0K | 0.04% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 6,204 | $160.0K | 0.07% | +6,204 | New |
| FIL Ltd | 6,421 | $166.0K | 0.00% | +6,421 | New |
| Acadian Asset Management LLC | 6,682 | $172.0K | 0.00% | +6,682 | New |
| Belpointe Asset Management LLC | 6,896 | $178.0K | 0.01% | −1,991−22.4% | Reduced |
| Harbor Investment Advisory, LLC | 6,950 | $180.0K | 0.03% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 7,491 | $194.0K | 0.11% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 7,954 | $205.0K | 0.04% | −961−10.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,988 | $206.0K | 0.00% | −57,512−87.8% | Reduced |
| Tower Research Capital LLC (TRC) | 8,136 | $210.0K | 0.00% | +1,201+17.3% | Added |
| Segment Wealth Management, LLC | 8,200 | $212.0K | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 8,279 | $213.9K | 0.00% | −145−1.7% | Reduced |